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ENVESTNET ASSET MANAGEMENT INC: FIVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on FIVE, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 83,878 FIVE shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 83,878 shares
    Change vs previous 13F -8,325 shares

    <0.01% of the 13F portfolio, value $15,080,067.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 92,203 shares
    Change vs previous 13F -12,152 shares

    0.01% of the 13F portfolio, value $21,066,649.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 104,355 shares
    Change vs previous 13F -10,979 shares

    0.01% of the 13F portfolio, value $19,656,335.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,334 shares
    Change vs previous 13F -1,177 shares

    0.01% of the 13F portfolio, value $17,842,182.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 115,334 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 116,511 shares
    Change vs previous 13F -617 shares

    <0.01% of the 13F portfolio, value $15,283,911.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 114,010 shares
    • Envestnet Portfolio Solutions, Inc.: 2,501 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 117,128 shares
    Change vs previous 13F -4,669 shares

    <0.01% of the 13F portfolio, value $8,775,826.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 113,819 shares
    • Envestnet Portfolio Solutions, Inc.: 3,309 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 121,797 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,783,790.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 117,777 shares
    • Envestnet Portfolio Solutions, Inc.: 4,020 shares

    Acceptance time not in the bulk data set (spec §4.2).